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How long can Tesla and BYD's "tacit understanding" last?

About ten years ago, Musk said in a program: BYD's car is poorly built and has no technical content.

Wang Chuanfu said: BYD can build Tesla in minutes.

Right there, right?

However, it's different now!

Together, these two companies account for 30% of the global new energy market, while China accounts for 47%, almost becoming an industry duopoly.

They began to cooperate, and today they even refute rumors together.

From mutual contempt to cooperation, what will happen next?

0 1

Rumors of "from ruin"

On the evening of March 13, the Korean media "Korea Economic Daily" reported that Tesla would terminate its cooperation with BYD and no longer use BYD's blade battery.

This report gives the reasons why the two sides no longer cooperate: blade battery has problems, BYD battery will not be able to enjoy US subsidies, and BYD will go overseas to form direct competition with Tesla.

At the same time, this report also "predicted" that Tesla is more dependent on LG.

As soon as the news came out, Reuters took the lead and quoted the news.

Then the news returned to China on June 5438+04, causing an uproar.

BYD responded quickly, claiming that the report was untrue and inconsistent with the actual situation.

Later, Musk also said that the report was untrue and the relationship between Tesla and BYD was "positive".

For the Korean media report, Tesla BYD also played: fake news!

If the two parties come out at the speed of light to refute rumors, then the false news is naturally dead.

The Korean media released this news for a simple reason. In 2022, six China power battery manufacturers accounted for 60.4% of the global market share, of which Contemporary Ampere Technology Co., Ltd. and BYD together accounted for 50%, while LG's share was only 13.6%.

It is not unusual to hope that BYD will make mistakes and that domestic enterprises will be better.

However, Tesla and BYD joined hands to rumor this time, which is quite a bit of mutual appreciation, which is beyond many people's expectations.

Aren't these two direct competitors?

When did you wear a pair of pants?

02

Is it really a competitor?

Musk's rumors really hit one thing, that is: Tesla is indeed using BYD's blade battery, but it has not officially got on the bus.

On the surface, the two major manufacturers should be direct competitors.

But in fact, they don't seem to have come this far.

This is actually not difficult to understand. Although the competition in the new energy vehicle market is becoming more and more fierce, the penetration rate is still low. The main competitors of new energy manufacturers such as BYD and Tesla are actually those traditional automobile manufacturers.

When both sides are busy with the refueling trucks, it naturally looks more harmonious, because there are still many refueling trucks to fight.

For example, Toyota sells more than 654.38+million yuan a year, which is enough for BYD and Tesla to chew for several years.

At present, in the domestic market, Tesla's real main models are only Model 3 and Model Y. Their styles are very different from BYD's, and they have not yet reached the point of life and death.

In other words, up to now, there are not many intersections between BYD and Tesla. To some extent, they are even comrades in the trenches, working together to bring down the fuel truck.

In that case, what's wrong with Tesla buying BYD batteries?

Blade battery has low cost, high safety and guaranteed delivery, and has been tested in the market for a long time. Why not cooperate?

Then the next question is coming. Will BYD and Tesla continue this "Buddhist system"?

03

The game has already started, and it's time to start tearing each other apart.

Buddhism can only be realized if its interests are not damaged.

As the two giants in the global new energy automobile industry, BYD and Tesla cannot always live in harmony.

On March 10, BYD Ocean Series, which has been sitting firmly on Diaoyutai, finally couldn't sit still and began to reduce the price: if you order in March, you can enjoy a 88 yuan deduction of 8,888 yuan and a direct price reduction of 8,800 yuan.

This is of great significance to BYD, whose price has been relatively firm.

The price reduction of seals is generally considered to be affected by the price reduction of Model 3 of the same class.

In February, the monthly sales volume of seals was only 7,754, which was half that of 1.5 million at the end of last year.

This may indicate that the contradiction between BYD and Tesla is accumulating.

At present, there are fewer Tesla models, but if the rumored Model Q goes on the market, the two sides will have more intersections and become real competitors.

In 2023, the growth rate of domestic new energy market will obviously slow down, and internal competition will become more intense.

While competing with fuel vehicles, BYD and Tesla gradually began to turn their eyes to each other.

Beyond the China market, BYD also began to encroach on Tesla's market.

In February, BYD's export volume reached 6.5438+0.5 million vehicles. At this rate, the annual export volume is expected to reach more than 200,000 vehicles, which is a force that cannot be ignored in the global new energy market.

The data shows that BYD won the sales champion of electric vehicles in Thailand in 5438+ 10.

On March 10, BYD reached a cooperation with Qctopus EV, a British electric vehicle company, to purchase 5,000 electric vehicles from the other side in the next three years.

As early as June 5438+ 10, 2022, BYD just entered the European market and reached an agreement with the German car rental company SIXT to provide at least 654.38+million new energy vehicles to the other party in the next six years.

In the domestic market, Tesla's sales volume is only about one-fifth of BYD's, and Musk does not panic because he still has a global market.

But if BYD also seizes the market occupied by Tesla in overseas markets, then the two sides will fight to the death.

1 At the end of the year, Tesla said in the financial report that in 2023, the car delivery volume will reach 1.8 million, and market participants generally expect BYD's sales volume to reach 3 million in 2023.

In other words, after a year of hard work, the gap between Tesla and BYD has expanded from 500,000 to 6,543.8+0.2 million.

It's not good if you don't fight, is it?

Concluding remarks

The market for fuel vehicles will always run out. Not surprisingly, it won't be long before Tesla and BYD start a head-on war. Wait, the so-called "Tesla and BYD give up cooperation because of direct competition" in the Korean media is not fake news, is it?

This article comes from a promise author. Journey to the west, and the copyright belongs to the author. Please contact the author for any form of reprint. The content only represents the author's point of view and has nothing to do with the car reform.